I love that mandlebrot book. Have read it multiple times. Just is, he has that humility with that absolutely first class rolls royce engine mind. I don't have any sort of philosophical objection to momentum at all. It's just that i believe the value stuff, the fundamental stuff, is in my bones. And so i decided that i would rather be more of an industrials style investor than a market operator. On my mount rushmore is warren buffet. I want to be a buffet style investor. There are lots of guys who, you know, jim simons is a market operator, as another quant who would say, what's thedifr
Tobias is founder and managing director of Acquirers Funds LLC, where he also serves as portfolio manager of the firm's deep value strategy. He is also author of the books "The Acquirer's Multiple " and "Deep Value". Our discussion with Tobi revolves around:
- Stock market fall of early 2021
- Valuing digital businesses
- Quantitative and Value Investing
- Learning from ancient philosophers
- Separating the message from the messenger
- And MUCH more!
Follow Tobias on his Twitter at: https://twitter.com/Greenbackd and know more about Acquirers Funds here: https://acquirersfunds.com/